RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
P•••• J•• A•••••
- Business email
- paula.abbott@journeyadvisory.groupreportedjourneyadvisory.groupfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- J•••••• A••••••• G••••• L•• independent RIA currentsince Sep 27, 2024 · Covington, Ky
- H••••• I••••••••• M••••••••• L•• independent RIADec 6, 2017 to Oct 15, 2018 · Cincinnati, Oh
- H••••••••• F•••••••• A••••••• BD affiliatedSep 25, 2015 to Nov 14, 2017 · Lebanon, Oh
- S•••••••• A••••••• L•• national BDJan 3, 2013 to Sep 9, 2015 · Covington, Ky
- C•••••••• G••••• M•••••• I••• BD affiliatedJul 22, 2005 to Jul 7, 2006 · Cincinnati, Oh
- H••••• I••••••••• M••••••••• L•• to J•••••• A••••••• G••••• L••left Oct 15, 2018, registered Sep 27, 2024 (2174 days) · RIA to RIA
- H••••••••• F•••••••• A••••••• to H••••• I••••••••• M••••••••• L••left Nov 14, 2017, registered Dec 6, 2017 (22 days) · Other
- S•••••••• A••••••• L•• to H••••••••• F•••••••• A•••••••left Sep 9, 2015, registered Sep 25, 2015 (16 days) · Other
- C•••••••• G••••• M•••••• I••• to S•••••••• A••••••• L••left Jul 7, 2006, registered Jan 3, 2013 (2372 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address